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Pimco shares owned by CWM

Quarter-by-quarter ownership of Pimco (PYLD) shares owned by CWM from 13F filings

Historical chart of CWM investment in Pimco

Tip: Access up to 7 years of quarterly data

All positions including Pimco held by CWM consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Pimco by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $533k 21k 25.74
2023-12-31 $531k 21k 25.65

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Apple (AAPL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Eafe Value Etf (EFV)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio S&p400 (SPMD)

View all positions for CWM

Top funds holding Pimco

HighTower Advisors
Krilogy Financial
Berger Financial Group
Captrust Financial Advisors
Pictet North America Advisors SA
First Heartland Consultants
Wealth Alliance Advisory Group
EnRich Financial Partners
Sanchez Wealth Management Group
Bridgewealth Advisory Group
Aveo Capital Partners
Beta Wealth
Precision Wealth Strategies
Wealth Enhancement Advisory Services
Fortress Wealth Management

View all funds holding Pimco